UnForm

UnForm

Synergetic Data Systems, Inc.
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About

Become a fully automated enterprise™ with the UiPath Platform. A fully automated enterprise is a digitally transformed enterprise. Create business resilience, speed, and agility, and unburden people from mundane work with the automation platform that has it all. Use the data from your business applications (like ERP and CRM) to give you a detailed understanding of complex business processes. You’ll know what to automate and how to do it best—and be able to prove impact, too. UiPath is an innovative Robotic Process Automation (RPA) and process mining enterprise platform that empowers organizations to efficiently automate business processes, helping companies become digital businesses faster and gain a valuable advantage on their path to AI. Scalable, extensible, and sustainable, UiPath lets users design their own workflows visually--no scripting or coding required. The platform also features full auditing capabilities, advanced analytical reporting, and customizable dashboards.

About

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies from all industries of all sizes as well as for individual developers, small professional teams, education, open source and training purposes.

Audience

Companies of all sizes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$3990.00/year/user
Free Version
Free Trial

Pricing

$500/month
Licensing Options: Hosted, Subscription or On-Premise
Free Version
Free Trial

Reviews/Ratings

Overall 4.6 / 5
ease 4.4 / 5
features 4.6 / 5
design 4.2 / 5
support 4.8 / 5

Reviews/Ratings

Overall 4.2 / 5
ease 4.2 / 5
features 4.3 / 5
design 4.2 / 5
support 4.2 / 5

Pros & Cons from Real Users

Pros

  • The interface of this platform makes it incredibly easy to create automation workflows. With drag-and-drop functionality for pre-built activities, as well as a recorder feature that captures user actions on the screen, UiPath enables even non-programmers to create sophisticated automation processes. UiPath's low-code approach is another feature that makes it a valuable tool for businesses. This approach allows users with limited coding experience to harness the power of the platform. In addition, UiPath also offers advanced features for developers who require more customization and flexibility in their workflows. The powerful UiPath orchestrator is another highlight of the platform. This tool manages and monitors automation bots, provides analytics and insights, and enables collaboration and governance. This means that companies can have full control over their automation processes while ensuring compliance with industry standards and regulations. With UiPath, companies can choose from a wide range of capabilities that cover various use cases and industries. These include web automation, SAP automation, data mining, invoice processing, customer service, and many more. This means that companies can tailor the platform to meet their specific needs and requirements. UiPath's strong focus on innovation is evident in the constant updates and improvements to the platform. Recent examples include the integration service, dark mode, AI bots, and more. With UiPath, businesses can be confident that they are using a state-of-the-art platform that will continue to evolve and adapt to meet their needs.
  • As a professional who relies on workflow automation, I can confidently say that UiPath is one of the most user-friendly and versatile platforms available in the market. This platform has helped me and my team reduce manual efforts and save time by automating repetitive and mundane tasks. In this review, I'll share my experience using UiPath and the benefits it offers. One of the standout features of UiPath is its ease of use and learning. The platform offers a drag and drop functionality that allows non-technical users to create workflows without coding. The recording feature is also an excellent tool that can capture user actions and convert them into automation steps. I found it extremely easy to use and was able to start automating workflows quickly. This platform offers a wide range of pre-built activities that cover various applications and systems such as web, desktop, SAP, email, Excel, and more. This feature saves time and effort by eliminating the need to create custom activities. However, users can create custom workflows and activities to meet their specific automation needs. UiPath's robust orchestrator is another key feature that sets it apart from other workflow automation platforms. It can manage and monitor multiple robots in different environments, allowing users to schedule, activate, assign, and track automation jobs from a centralized dashboard. The orchestrator's analytics and reporting capabilities provide insights into the performance of the automation jobs, helping users identify areas for improvement. UiPath's strong artificial intelligence and machine learning component enable robots to handle unstructured data, natural language processing, computer vision, and cognitive automation. This capability enhances the automation process by providing intelligent insights and making automation more efficient. Users can also integrate UiPath with external AI platforms and services to further enhance their automation capabilities. It has a large and active user community that provides support, guidance, and best practices. The platform also offers free and open training courses through its academy, which helps users learn how to build bots from scratch, as well as advanced concepts. The training courses are easy to follow, and I found them to be incredibly useful in enhancing my skills and knowledge.
  • UiPath has a strong uniqueness that makes automation platforms fall a bit below it and that is that not only can you connect to external platforms through its API, but you can also apply UI automations, being able to interact through code internal of the different connected applications and can also interact through graphical interfaces of the different platforms that UiPath has. The possibilities that this platform has are very endless when it comes to automation to improve better workflows without having to put a lot of effort into programming this RPA. They have integrated artificial intelligence capabilities that can allow automatic learning models, which makes robots made with this platform more intelligent with information processing and can also generate more efficient optimization that can achieve the objectives set. With this feature, artificial intelligences can be created to perform different tasks, since they can be trained and then implemented in the required automations and can also be monitored in real time in order to see the impact that an artificial intelligence is causing, measuring its performance. and if the automation is working or not as planned during its construction. It allows an environment under the development of robots with low code, allowing automation to be carried out without requiring so much experience in a quick and easy way, through visual tools that can be used through the characteristics of drag and drop tasks that can be assigned and ordered by Steps. For more advanced and personalized features, tools or use, it will require some experience that I will leave in writing later to specify what I am trying to say, but for basic functions it is possible to have something and through trial and error it can be polished. robots so advanced that they can manage to satisfy certain needs. The community is very active and has a large number of developers who have experience in developing robots, this can be important in order to obtain knowledge and resources on how to have better efficiency by being able to create better quality robots that allow for better optimization in any area of work that is needed. Not only that counts with UiPath, but you can also find a lot of information through the blogs, webinars and courses that are on the website of this platform, I feel this is more useful to have good practices in automations. Also, within the UiPath community there is a large amount of material and solutions from other users that can be used for their own benefit or for a company that is looking for components that solve a problem but has little time to dedicate to building a robot or automation from zero scratch.
  • Works directly on UI layer, so no messing around with APIs and root access. Fairly easy to pick up in a short amount of time. Free version does enough for everyday users.
  • UiPath RPA is the most comprehensive robotic automation tool as it let us to automate almost every type of data workflows due to it's combability with many daily use applications and files.

Cons

  • Compared to some of its competitors, UiPath can be expensive, especially for enterprise level licenses. Additionally, the pricing scheme can be confusing and subject to frequent changes, making it difficult for companies to plan and budget for the platform. UiPath's slowness annoys me a lot, especially when dealing with large or complex workflows. Some users reported experiencing compatibility or stability issues with some activities or integrations, which may affect the efficiency and reliability of the automation process. UiPath's documentation for some of its newer features may be insufficient or out of date, making it difficult for users to fully understand and use these features. The support team can also be slow or unresponsive at times, which can be frustrating for businesses that require immediate assistance with troubleshooting or technical issues. As a result, some users may find that they rely more on user forums or online resources for help, which can be time consuming and less reliable.
  • While UiPath is a robust and versatile platform, there are some cons that users should keep in mind before investing in the platform. Here are some of the challenges that users may face while using UiPath. One of the primary concerns with UiPath is its cost. The platform can be expensive, particularly for small and medium-sized businesses that require multiple licenses or advanced features. Additionally, users may incur additional costs for cloud deployment, maintenance, and support. The pricing model of UiPath may not be suitable for organizations with a tight budget. Integration challenges can be another hurdle for users of UiPath. Users may face some integration challenges with complex IT infrastructures or legacy systems that may require custom scripting or configuration. This issue can result in additional time and effort required to integrate UiPath with existing systems. Another drawback of UiPath is that users may encounter some bugs or features that are unresponsive or unreliable. These bugs can hinder workflow automation and cause frustration for users. While UiPath has a large and active user community that provides support and guidance, it can still be challenging to resolve some of these issues. UiPath may also have some functionality and scalability limitations when dealing with large data volumes or image-based automation. Users may need some advanced knowledge or skills to handle some scenarios or use cases that are not covered by the pre-built activities or workflows. This issue can result in additional effort and time required to customize the platform to meet specific business needs.
  • You have to be familiar with this type of RPA platform, even more so when you have to connect the APIs of different web services that require automation through code, so you also have to have advanced programming knowledge to apply these improvements or automations. Therefore, if you are a private person with no prior knowledge of what I have just mentioned, you will need to invest a large amount of time and effort to learn about this platform and be able to handle it correctly in an effective way in order to achieve efficiency within the automations. There are many advanced features within this platform that you will need to go through certain challenges in order to fully understand the functionality of each tool or feature that UiPath offers. Keep in mind that there is a great risk when handling certain confidential information with this platform since, as I have said, it can handle automations both at the API level and also at the interface level, so certain storage data can be very confidential and that these robots can gain access to them. So you have to know about how privacy is managed and that the safeguarding of confidential information is being complied with since everything is stored in the cloud. I recommend that when using this platform for the first time, all available security measures such as two-step authentication are implemented, and that all data is encrypted for greater security and important data is not leaked.
  • Packages suddenly stop working and need to be downgraded to suit particular tasks. There are several errors which do not give proper information so troubleshooting is not easy at all. Design looks a little dated nowadays.
  • UiPath RPA performs well for all type of automations and no cons found.

Pros from Real Users

Pros

  • End-to-end document management, from printing to archiving, with all steps in between. I am constantly amazed at the thought and depth that goes into this product suite. I love all the useful features embedded in this software. Using rule files I can create custom forms and read/write data directly from/to BBx files from BASIS International. I can add documents to the archive and create cross-referenced links to other documents. I can even use the internal object-oriented programming to do more operations. Everything is spelled out nicely in the documentation and when I need help beyond that, I get timely answers through their support ticket system. I haven't had a chance to use the DocFlow document routing system yet, but look forward to it.
  • Easy to use. Create the forms in MS Word and save as a PDF or PCL in minutes.
  • Not sure what programmer needed this crap for, but it's biting us in the butt now. I suppose some small part of our solution uses it to generate reports of some kind. But likely better options exist now and likely existed when it was first made too.
  • I like the flexibility the most, if you can dream it up in your head you can do it with UnForm. When I first started in using it in 2001 I installed the software, learned enough to be useful and was producing documents with it by the end of the first day. Since then I have used it for many clients, saving a lot of money on forms costs and eventually doing things we had never done before, such as document archiving.
  • Unform is an all-in-one solution for document markup, archiving, scanning, and workflow. It's easy to program, robust, and the tools get better every version.
  • Easy To Use and Very Flexible to setup in connection with Acumatica - easy installation wizard that allows deployment to users.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

UiPath
Founded: 2012
United States
www.uipath.com

Company Information

Synergetic Data Systems, Inc.
Founded: 1988
United States
www.unform.com

Alternatives

Alternatives

DocFlow

DocFlow

Obiyen
LM-Kit.NET

LM-Kit.NET

LM-Kit
ZAPTEST

ZAPTEST

ZAPTEST Inc.
MarkMagic

MarkMagic

CYBRA Corporation
altaFlow

altaFlow

airSlate
Interfacing Integrated Management System (IMS)

Interfacing Integrated Management System (IMS)

Interfacing Technologies Corporation

Categories

Categories

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Data Extraction Features

Disparate Data Collection
Document Extraction
Email Address Extraction
Image Extraction
IP Address Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Automated Testing Features

Hierarchical View
Move & Copy
Parameterized Testing
Requirements-Based Testing
Security Testing
Supports Parallel Execution
Test Script Reviews
Unicode Compliance

Data Entry Features

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Integration Features

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Data Extraction Features

Disparate Data Collection
Document Extraction
Email Address Extraction
Image Extraction
IP Address Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Robotic Process Automation (RPA) Features

Analytics
Attended Automation
Code-free Development
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Archiving Features

Access Control
Data Deduplication
Document Management
eDiscovery
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving

Document Collaboration Features

Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process

Document Control Features

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Document Version Control Features

Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
For Engineering Documents
Revision History
Version Comparison
Version Rollback

Electronic Data Capture Features

Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management

Enterprise Content Management (ECM) Features

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Print Management Features

Cost Tracking
Device Status Monitoring
Environmental Metrics
Guest Printing
Mobile Printing
Multi-Printer Support
Multiple Authentication Methods
Print Billing
Print Job Deletion
Print Job Routing
Print Quotas / Limits
Remote Printing
Reporting / Analytics
Secure Print Job Release

Integrations

Appian Workforce Safety
AriLinc
Axon Ivy
Base64.ai
CloudSwyft
Cognitive Workbench
CyberArk Secure Cloud Access
Ephesoft
FundCount
Gmail
Google Docs
Google Drive
PBS™ Accounting
Parashift
QAD Adaptive ERP
Stonebranch
Symbio
Traverse
VisitStream
WorkiQ

Integrations

Appian Workforce Safety
AriLinc
Axon Ivy
Base64.ai
CloudSwyft
Cognitive Workbench
CyberArk Secure Cloud Access
Ephesoft
FundCount
Gmail
Google Docs
Google Drive
PBS™ Accounting
Parashift
QAD Adaptive ERP
Stonebranch
Symbio
Traverse
VisitStream
WorkiQ
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